Who to talk to when a fund won't let you out
Jorge here. Quick one, and it's not about a filing.
Most of you found us while reading about a fund that won't let you out, or only lets out a slice each quarter. And the questions that come with that are always personal. Do you stay in the queue, or sell at a discount on the secondary market? What happens with taxes if you take the loss? Should anything else change while you wait?
I can't answer those for you. I read filings; I don't know your situation, and I'm not an advisor.
But there is a free service built for exactly that: WiserAdvisor. You answer a few questions and they put you in touch with 2 or 3 vetted financial advisors, who can look at the whole picture with you. Then you decide whether to work with any of them. It's meant for people with around $250,000 or more invested in total.
If that's you and you're stuck, it's worth a look: see who they'd match you with
Full honesty: if you go through that link, WiserAdvisor pays us a fee. You pay nothing.
And if that's not you yet, just reply with the fund you're in, and I'll tell you what its latest filings say.
Jorge